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TBLD

Thornburg Income Builder Opportunities Trust

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$35.9M -$4.72M -235,912 -12%
DWM
2
DKM Wealth Management
California
$19.2M +$238K +11,919 +1%
Stifel Financial
3
Stifel Financial
Missouri
$14.5M +$334K +16,682 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$14M -$2.67M -133,551 -16%
AAM
5
Advisors Asset Management
Colorado
$13.6M +$1.37M +68,635 +11%
Morgan Stanley
6
Morgan Stanley
New York
$11.8M +$1.85M +92,478 +19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.88M +$905K +45,271 +10%
KCP
8
Kera Capital Partners
California
$9.22M +$666K +33,282 +8%
Wells Fargo
9
Wells Fargo
California
$8.25M +$560K +28,014 +7%
LPL Financial
10
LPL Financial
California
$5.24M +$849K +42,434 +19%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$4.66M +$76K +3,799 +2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$3.16M +$318K +15,912 +11%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.13M +$687K +34,372 +29%
PAG
14
Private Advisor Group
New Jersey
$2.45M +$15.3K +766 +0.6%
KAS
15
Kestra Advisory Services
Texas
$1.84M +$12K +599 +0.7%
SA
16
Sanctuary Advisors
Indiana
$1.72M -$26K -1,298 -1%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$1.7M +$621K +31,046 +58%
EPW
18
Evolve Private Wealth
California
$1.69M +$1.68M +83,818 New
CIA
19
Concurrent Investment Advisors
Florida
$1.69M +$214K +10,709 +15%
ACM
20
Alessandra Capital Management
California
$1.68M +$1.67M +83,734 New
WAM
21
Wolverine Asset Management
Illinois
$1.4M +$1.4M +69,875 New
DADC
22
D.A. Davidson & Co
Montana
$1.39M +$77.9K +3,895 +6%
Invesco
23
Invesco
Georgia
$1.35M +$11K +552 +0.8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.28M -$73K -3,649 -5%
SFS
25
Shaker Financial Services
Virginia
$1.11M +$1.1M +54,866 New